See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,458 | $142,344-91.2% | $119,609-89.6% | $134,475-90.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.69% | -12.44%-6.3pp | -14.97%-3.7pp | 417.96%-436.7pp |
| Employer contribution / active EE | $15,317 | $5,222+193.3% | $4,232+262.0% | $4,740+223.2% |
| Participant deferral / active EE | $3,041 | $6,469-53.0% | $5,602-45.7% | $6,400-52.5% |
| Admin fee / account holder | $10,256 | $13,584-24.5% | $10,323-0.7% | $11,426-10.2% |